TrueAdvisor
TrueAdvisor
AT
AT

Amy Carol Thomas

Merit Financial Advisors
5 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Merit Financial Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

Location

814 Atlas Ave, Madison, WI, 53714

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2025 - Present · 3 mos
Merit Financial Advisors
November 2025 - Present · 3 mos
Previous Registrations
Harbour Investments, INC.
February 2025 - November 2025 · 9 mos
Harbour Investments, INC.Broker
January 2020 - November 2025 · 5 yrs 10 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.